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4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-09 |
Branch Locations
4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capwealth Advisors, Llc | Franklin | TN | 09/2020 | Present |
| Lbmc | Brentwood | TN | 07/2017 | 08/2020 |
| Wiatr & Associates | Nashville | TN | 09/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-08 |
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